Client Success, Enterprise (Associate)

OpenFX•Miami, FL

About The Position

OpenFX is on a mission to become the global backbone for cross-border FX transactions. We are building the infrastructure to power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling remarkably. We're backed by Accel, Atomico, M13, Northzone, NFX, Pantara and other top-tier investors. We are seeking a Client Success Enterprise to own the full lifecycle of up to 3 dedicated enterprise accounts — from pre-sale RFP support and onboarding through activation, expansion, and long-term partnership. The primary mission is to maximize lifetime value by driving deeper product adoption, opening new currency corridors, and migrating incremental cross-border payment volume onto the platform — turning landed enterprise clients into high-volume strategic partners. This person operates as an adaptive generalist who flexes across documentation collection, stakeholder mapping, technical coordination, executive engagement, and account planning.

Requirements

4+ years of experience in account management, client success, or relationship management with high-value institutional or enterprise clients.
Strong operator mentality — adapts quickly across strategic planning, onboarding coordination, RFP assembly, and day-to-day issue resolution.
Experience managing complex, multi-stakeholder client relationships.
Metrics-driven approach with the ability to tie daily activities to TPV growth outcomes.
Strong communication skills — able to translate technical complexity into business value for non-technical stakeholders.
Cross-functional collaboration experience working with PDE, Ops, and Compliance teams.

Nice To Haves

Experience with FX trading platforms or financial technology products.
Understanding of API integrations and trading system workflows.
Familiarity with regulatory requirements for FX trading.
Experience in high-growth startup environments.
Strong project management skills for coordinating complex client implementations.
Experience working with both technical and business stakeholders.
Track record of growing institutional relationships through data-driven insights.

Responsibilities

Pre-Sale & RFP Support
Support the Business Development team by owning documentation collection and RFP response coordination for enterprise prospects.
Build and maintain a living library of standard RFP components (company overview, security/compliance documentation, technical architecture summaries, case studies, SLA commitments) that enables assembly of a complete RFP response within 5 business days.
Pre-Activation & Onboarding Ownership
Own the full pre-activation lifecycle for each assigned enterprise client, including internal system setup, comprehensive stakeholder mapping (decision-makers, influencers, technical contacts, finance/treasury counterparts), and documented engagement plans.
Coordinate proactively with Compliance, Operations, and Product to clear onboarding blockers before they impact the client timeline.
Trading Relationship Management
Grow total payment volume (TPV) across assigned enterprise accounts by expanding into new currency corridors, increasing transaction frequency, and migrating additional cross-border payment flows onto the OpenFX platform.
Serve as the primary point of contact for institutional clients' day-to-day FX trading needs.
Monitor client trading patterns, volumes, and pricing to ensure optimal execution.
Work with trading teams to understand their workflows and identify efficiency opportunities.
Implement a structured account health monitoring cadence, including monthly executive check-ins, quarterly business reviews (QBRs), and a documented escalation protocol.
Establish direct working relationships with senior stakeholders (VP+ or equivalent) within each assigned enterprise account.